PZC

PIMCO California Municipal Income Fund III

Delisted

PZC was delisted on the 1st of August, 2025.

19 hedge funds and large institutions have $8.43M invested in PIMCO California Municipal Income Fund III in 2014 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GC
1
Guggenheim Capital
Illinois
$3.07M 286,336 -93,327 -25%
FFA
2
First Foundation Advisors
California
$1.04M 97,175 -39,381 -29%
Morgan Stanley
3
Morgan Stanley
New York
$916K 85,463 +13,772 +19%
UBS Group
4
UBS Group
Switzerland
$865K 80,752 +80,752 New
LPL Financial
5
LPL Financial
California
$807K 75,382 -4,848 -6%
CWM
6
Concert Wealth Management
California
$359K 33,800
Wells Fargo
7
Wells Fargo
California
$320K 29,890 +9,000 +43%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$280K 26,145 +136 +0.5%
CNB
9
City National Bank
California
$177K 16,519 +16,519 New
HCM
10
Hollencrest Capital Management
California
$150K 14,040
NPC
11
National Planning Corporation
California
$145K 13,325
HK
12
Horizon Kinetics
New York
$128K 11,931
Creative Planning
13
Creative Planning
Kansas
$75K 6,994 +500 +8%
AF
14
Allworth Financial
California
$43K 4,000 +4,000 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$24K 2,200
Bank of America
16
Bank of America
North Carolina
$11K 1,004 -2,384 -70%
DADC
17
D.A. Davidson & Co
Montana
$10K 1,000
AIG
18
American International Group
New York
$6.73K 628
Citigroup
19
Citigroup
New York
$5K 500
AQR Capital Management
20
AQR Capital Management
Connecticut
-21,418 Closed
VKH
21
Virtu KCG Holdings
New York
-12,904 Closed
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
-5,480 Closed
SFSIG
23
San Francisco Sentry Investment Group
California
-500 Closed